Senior Client Advisor

Job DescriptionJob DescriptionSenior Client AdvisorSeattle, WAOur client, a rapidly growing and well-established organization, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Senior Client Advisor will play a pivotal role in expanding the...

Our client, a rapidly growing and well-established Multi-Family Office is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Senior Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact within a...

Our client, a rapidly growing and well-established Multi-Family Office is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Senior Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact within a...

Job Summary:We are seeking a seasoned financial professional to join our team as a Senior Client Advisor. As a key member of our organization, you will play a pivotal role in expanding our client base and providing exceptional service to our Ultra-High Net Worth Individuals and Families.Key Responsibilities:Client Relationship Management: Manage client...

Senior Client AdvisorWe are seeking a seasoned Strategic Client Advisor to join our team at International Search Consultants. As a Senior Client Advisor, you will play a pivotal role in expanding our footprint and making a lasting impact within a collaborative and dynamic environment.About the RoleAs a Senior Client Advisor, you will be responsible for...

About the RoleWe are seeking a highly skilled and experienced Senior Private Client Advisor to join our team at US012 Marsh & McLennan Agency LLC. As a Senior Private Client Advisor, you will play a critical role in supporting a high-volume book of business associated with a transformational center of influence relationship.Key ResponsibilitiesReview client...

Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how...

About the Company: Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. Focusing on delivering personalized solutions, they offer various services, including fiduciary services, investment management, philanthropic advisory, and family office support. ...

About the Company: Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. Focusing on delivering personalized solutions, they offer various services, including fiduciary services, investment management, philanthropic advisory, and family office support.About...

About the Company: Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. Focusing on delivering personalized solutions, they offer various services, including fiduciary services, investment management, philanthropic advisory, and family office support.About...

About the Company: Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. Focusing on delivering personalized solutions, they offer various services, including fiduciary services, investment management, philanthropic advisory, and family office support.About...

About UsUS012 Marsh & McLennan Agency LLC is a leading provider of business insurance, employee health & benefits, retirement, and private client insurance solutions. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh...

Position Title: Wealth ManagerLocation: Seattle, WAOverview:Garde Capital, Inc. is in search of a dedicated wealth management advisor to implement our unique Wealth Management framework for both new and existing clientele. This role involves collaboration with a senior advisor, focusing primarily on enhancing the wealth management experience for our current...

Position OverviewSalary: CompetitiveSenior Marketing AdvisorThis role is open to candidates across the United States.We are seeking a dedicated Marketing Advisor who will offer strategic and actionable insights to enhance our client's marketing initiatives. You will coordinate their activities and execute their marketing plans effectively.The ideal candidate...

About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Senior Wealth Management Advisor. As a key member of our client services team, you will be responsible for managing high net worth clients and developing new business opportunities.Key ResponsibilitiesManage a portfolio of high net worth clients, providing...

Position Title: Wealth ManagerLocation: Seattle, WARole Overview:Garde Capital, Inc. is on the lookout for a dedicated wealth management advisor to implement our unique Wealth Management methodology for both new and existing clientele. This role will involve collaboration with a senior advisor, primarily focusing on enhancing the experience of our current...

About the RoleWe are seeking a highly skilled and motivated Associate Financial Advisor to join our team at Edward Jones. As a key member of our client team, you will work closely with our Financial Advisors to provide personalized investment and financial solutions to our clients.Key ResponsibilitiesGather information and collect suitability to deeply...

Job OverviewThe Retirement Solutions Advisor collaborates with the Senior Consultant to leverage specialized expertise and skills gained through experience and training to manage both qualified and nonqualified retirement plans. This role encompasses all facets of plan architecture, compliance evaluation, daily operations, and nurturing client relationships....

About U.S. BankAt U.S. Bank, we are dedicated to empowering our clients and the communities we serve to make informed financial choices and foster growth. We recognize that our collective ambition thrives on the unique potential of each individual. A career with U.S. Bank offers a diverse array of opportunities to explore your strengths and passions from the...

About Forrester:At Forrester, we tackle pioneering and essential challenges that business and technology leaders encounter today. We are committed to empowering talented individuals to excel every day. Our community is comprised of intelligent individuals and diverse voices united in doing what is right for our clients and each other. Our achievements stem...